Settings and activity
9 results found
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124 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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8 votes
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12 votes
An error occurred while saving the comment Cavin Joshua De Quiroz commented
To get more specific document search filters including date brackets.
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67 votes
An error occurred while saving the comment Client wishes to have the option to incorporate signatures in the introductory email being sent out to recipients.
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26 votes
An error occurred while saving the comment Clients who have multiple sales reps who have individual Stripe account can have the ability to link it to their documents/templates.
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108 votes
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An error occurred while saving the comment Option to turn off email notifications being sent out to recipients once the document has been completed specifically for documents with multiple recipients.
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50 votes
Hi,
This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!An error occurred while saving the comment so again: Which invoice program takes the complete data from a completed document? Xero, quickbooks? if you can't get a proper invoice from the data of Pandadocs, then you can throw the software in the trash
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45 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.
We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.An error occurred while saving the comment Possibility to automatically send a form/survey to the recipient once they have completed signing a document
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222 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Client is requesting to have an option to send a document on a future date.
To have the product catalog be available in the mobile app.